Independent Financial Advisor - East Anglia

Independent Financial Advisor - East Anglia

Join to apply for the Independent Financial Advisor - East Anglia role at TC Professional Services
.

We are TC Group, the fastest-growing top 20 accountancy firm in the UK. We’re business advisors and accountants, with over 30 years of experience, delivering bespoke support and advice to ambitious business owners.

We have an exciting opportunity for an Independent Financial Adviser to cover our East Anglia region. Working with the Director of Financial Planning, you will be responsible for providing holistic financial advice on a range of financial planning areas including investment planning, company investments, inheritance tax planning, pension, life and protection.

This position benefits those who enjoy working closely with accountants and receiving warm referrals from our multiple office locations.

• Establishing contact with potential clients and developing appropriate business relationships.
• Reviewing existing clients’ circumstances and addressing them in line with company standards.
• Constructing appropriate solutions to the principles of best advice; producing reports and recommendations to company standards and implementing solutions as agreed with clients.
• Ensuring high standards of client care by demonstrating sound competence in all stages of the advisory process.
• Client meetings will take place using Teams and face‑to‑face. Travel may be required to other TC offices; a driving licence and car are required.

• Fully qualified Level 4 Diploma in Financial Planning / Financial Advisers – working towards Chartered ideally.
• Previous experience working with accountants is an advantage.
• Experienced and current Financial Adviser who is used to building long‑term client relationships.
• Ability to self‑manage and communicate confidently with TC Partners and other areas of the business.
• Technically proficient.
• Good knowledge of tax planning strategies within both personal and company investments.
• Holistic knowledge across protection, pension and investment planning.
• Organised and professional.

TC Group is growing and changing at quite a pace! We’re an ambitious group of people with the same aim – to create a consistent, high‑quality experience for our clients. Like us, our client list is growing – we’re supporting more and more of the UK’s ambitious business owners, SMEs and large corporations.

We always seek the best talent, looking for individuals who are technically brilliant, solution‑focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business, which in turn helps us continue to grow, develop and evolve.

We can only accept applications from candidates who are based in the UK and unfortunately, we are unable to provide sponsorship.